Posts Tagged ‘Quickbooks’

QuickBooks Helps You Make a Statement

Thursday, April 14th, 2011

Chris Blach, QuickBooks ProAdvisor

How do you let customers know they owe you money? Probably by sending invoices. And if your customers are conscientious and pay on time, that might be all you need.

But it might be helpful to do at least part of your billing by dispatching statements. These forms do have their drawbacks. For example, you can’t include sales tax or discounts on them; you can’t group related charges and subtotal them; and your customization options are weaker than in invoices. (more…)

QuickBooks: Turn Over a New Cliche – Adopt Best Practices

Tuesday, February 8th, 2011

Chris Blach, QuickBooks ProAdvisor

Turn over a new leaf. Make a New Year’s Resolution. Make a fresh start. Get your ducks in a row. All familiar cliches, but their message is valid: At this time of year, you probably feel like renewing your commitment to running a more successful, productive business.

There are numerous ways to do this, but you might consider adopting the concept of best practices (if you haven’t already). Most industries have them, primarily larger businesses. Best practices are a set of operational guidelines that are expected to produce a favorable outcome. Run your business using these techniques or methods, and you’re likely to be more successful. (more…)

QuickBooks 2011 – Pump Up Your Productivity

Friday, January 14th, 2011

Chris Blach, QuickBooks ProAdvisor


Every year since its inception in the early nineties, Intuit has delivered an enhanced version of its desktop QuickBooks program. Each annual edition incorporates myriad new and upgraded features designed to save you time, money, and frustration – and let you focus on your business, not your finances.

QuickBooks 2011 is no exception. The new version improves and accelerates interaction with your customers, and provides easier, more targeted access to QuickBooks data. If you take advantage of these new tools, your daily accounting tasks will become more productive and palatable. (Note: The new tools are not available in Simple Start.) (more…)

Time to Adjust Your Pricing? How QuickBooks Can Help

Tuesday, November 16th, 2010

Chris Blach, QuickBooks ProAdvisor

 
Changing the prices of your company’s services and inventory items can solve one of two problems, depending on why you’re looking for a solution. Say your materials suppliers have upped their prices. You may choose to increase your affected products to maintain your profit margin. Or maybe an item or service has not been moving well. A drop in price might trigger improved sales.

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Take Charge This Fall: Use QuickBooks’s Budgeting Tools

Tuesday, September 14th, 2010

Chris Blach, QuickBooks ProAdvisor

 

If you took a break from budgeting this summer and are now ready to get back on track, QuickBooks can help. The software’s budgeting tools are easy to use and very powerful when improving your financial profile.

Using a budget, you can determine how your real income and expenses compare to what you anticipated. It can also be a jumping-off point for discussions about long-term planning. (more…)

Banish Security Fears: Use QuickBooks Protection Tools

Friday, August 13th, 2010

Chris Blach, QuickBooks ProAdvisor

 

If there’s one application that you don’t want compromised by a security breach, it’s the one that contains all of your financial information. Recognizing that, Intuit has built a number of security features into QuickBooks that are designed to safeguard your debits and credits.

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Hourly Employees? QuickBooks Can Track Their Time

Wednesday, July 14th, 2010

Chris Blach, QuickBooks ProAdvisor

 
QuickBooks offers capable tools for tracking the items you sell, but it’s also quite a competent time-tracker. If you pay employees based on the hours they work, QuickBooks can ease your bookkeeping burden. Tracked time can flow to both invoices and payroll, helping you pay employees and collect on services provided to customers.

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Generating Professional Reports with QuickBooks

Tuesday, June 15th, 2010

Chris Blach, QuickBooks ProAdvisor

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You probably already run reports in QuickBooks – but are you making full use of the program’s reporting tools?

Let’s take a look. Reporting changed a lot between QuickBooks 2009 and 2010 in terms of interface, navigation, and access to reports. We’ll look at version 2010 since the core reporting mechanisms are similar, and wrap up with a brief summary of the new features in 2010.

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The Post-Tax Blues: How to Accelerate Receivables with QuickBooks

Tuesday, May 18th, 2010

Chris Blach, QuickBooks ProAdvisor

Well, the taxes are paid (hopefully) for the 2009 tax year, and you’re almost a third of the way into 2010. How’s your cash flow doing this year?If tax payments caught you short, you may be scrambling to build a cash reserve that protects your bottom line. There are many ways to do that, some less desirable – and possible – than others. Raise your prices. Apply for a loan. Freeze employee raises and minimize benefits (or, in the extreme, lay off a worker). Put off investments in new technology.But there’s another option: Accelerate your receivables. It’s likely that in this economy at least some of your customers are slow to pay off invoices. Here are some suggestions to help improve your bottom line starting today. (more…)

QuickBooks Tip: Save Time and Reduce Mistakes by Synchronizing Your Data

Tuesday, February 23rd, 2010
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Chris Blach, QuickBooks ProAdvisor
 
The New Year’s here, the Christmas bills are rolling in, and income taxes loom. Maybe you can’t save money just now, but how about an easy way to save time and keystrokes? If you use Microsoft Outlook 2002, 2003, or 2007 for contact management and QuickBooks Pro, Premier, or Enterprise 2005 and up for financial management, you can synchronize data to avoid entering the same contact information twice. It’s easy, but you need to take care to follow instructions precisely anytime you’re integrating multiple databases: you can’t unring that bell. (more…)